Bajaj Finserv Consumption Fund Growth

Bajaj Finserv Consumption Fund Growth

1M
6M
1Y
All
NAV: 05 Jun '26
₹8.75
Min. for SIP
₹500
Fund size (AUM)
₹614.77 Cr
Expense ratio
3.02%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,416
+2.77%
6 months₹30,000₹30,164
+0.55%
1 year₹60,000₹57,414
-4.31%

Holdings (58)

NameSectorInstrumentsAssets
Zomato LtdTechnologyEquity7.60%
Bharti Airtel LtdTechnologyEquity5.36%
Others CBLOUnspecifiedCBLO3.95%
Zydus Wellness LtdConsumer StaplesEquity3.76%
Titan Company LtdConsumer DiscretionaryEquity3.59%
ITC LtdConsumer StaplesEquity3.15%
Nestle India LtdConsumer StaplesEquity3.14%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity3.13%
Dixon Technologies (India) Limited May 2026 FutureConsumer DiscretionaryFutures3.06%
Thangamayil Jewellery LtdConsumer DiscretionaryEquity2.94%
Whirlpool Of India LtdConsumer DiscretionaryEquity2.93%
Hindustan Unilever LtdConsumer StaplesEquity2.82%
Bajaj Auto LtdConsumer DiscretionaryEquity2.62%
TVS Motor Company LtdConsumer DiscretionaryEquity2.46%
PVR LtdConsumer DiscretionaryEquity2.22%
Maruti Suzuki India LtdConsumer DiscretionaryEquity2.19%
Safari Industries (India) LtdConsumer DiscretionaryEquity2.08%
Metro Brands LtdConsumer DiscretionaryEquity2.06%
Kajaria Ceramics LtdIndustrialsEquity1.97%
Orkla India Ltd.Consumer StaplesEquity1.85%
Blue Star LtdIndustrialsEquity1.83%
Godrej Consumer Products LtdConsumer StaplesEquity1.78%
Century Plyboards (India) LtdMaterialsEquity1.75%
Orient Electric LtdConsumer DiscretionaryEquity1.72%
Asian Paints LtdMaterialsEquity1.62%
Trent Limited May 2026 FutureConsumer DiscretionaryFutures1.59%
Amber Enterprises India LtdConsumer DiscretionaryEquity1.53%
Havells India LtdConsumer DiscretionaryEquity1.53%
Astral LtdIndustrialsEquity1.50%
CCL Products (India) LtdConsumer StaplesEquity1.48%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity1.41%
Devyani International LtdConsumer DiscretionaryEquity1.41%
Apollo Hospitals Enterprise LtdHealthcareEquity1.33%
Century Textiles & Industries LtdMaterialsEquity1.32%
Aditya Infotech Ltd.TechnologyEquity1.28%
Bajaj Consumer Care LtdConsumer StaplesEquity1.21%
Bajaj Finserv Money Market Fund Direct-GrowthUnspecifiedMutual Fund1.17%
Eicher Motors LtdConsumer DiscretionaryEquity1.04%
Emami LtdConsumer StaplesEquity1.03%
Berger Paints India LtdMaterialsEquity1.01%
Zinka Logistics Solutions Ltd.IndustrialsEquity0.97%
Page Industries LtdConsumer DiscretionaryEquity0.96%
Ultratech Cement LtdMaterialsEquity0.94%
BSE LtdFinancialEquity0.89%
Indigo Paints LtdMaterialsEquity0.85%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity0.78%
Radico Khaitan LtdConsumer StaplesEquity0.70%
Ganesha Ecosphere LtdConsumer DiscretionaryEquity0.69%
Fortis Healthcare LtdHealthcareEquity0.51%
Dixon Technologies (India) LtdConsumer DiscretionaryEquity0.51%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity0.49%
PB Fintech LtdFinancialEquity0.47%
Mrs. Bectors Food Specialities LtdConsumer StaplesEquity0.42%
La Opala RG LtdConsumer DiscretionaryEquity0.28%
Westlife Development LtdConsumer DiscretionaryEquity0.21%
United Breweries LtdConsumer StaplesEquity0.08%
Greenpanel Industries LtdMaterialsEquity0.06%
Net PayablesUnspecifiedNet Payables-1.23%
See All

Minimum investments

Min. for 1st investment
₹500
Min. for 2nd investment
₹100
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns-1.7%-9.7%-7.4%-12.9%
Category average (Equity Thematic)----+1.7%--
Rank (Equity Thematic)7826--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 3 months.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

SDS
Sayan Das Sharma
Jun 2025 - Present
View details

Education
B.sc, MBA in Finance and HR
Experience
Perior to joining the Bajaj Finserv AMC, he was associated with Arthya Wealth and Investments Pvt. Ltd, Bank Of Baroda Capital Markets Limited, CRISIL Ltd.

KA
Kishore Agarwal
May 2026 - Present
View details

Education
CFA Charter holder and Bachelors in finance
Experience
Prior to joining the Bajaj Finserv AMC, he was associated with CRISIL Limited and Visible Alpha (now S&P Global Market Intelligence).

About Bajaj Finserv Consumption Fund Growth

Bajaj Finserv Consumption Fund Growth is a Equity Mutual Fund Scheme launched by Bajaj Finserv Mutual Fund. This scheme was made available to investors on 18 Oct 2021. Siddharth Chaudhary is the Current Fund Manager of Bajaj Finserv Consumption Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹32,301 Cr and the Latest NAV as of 05 Jun 2026 is ₹8.75. The Bajaj Finserv Consumption Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 3 months. ;

Investment Objective

The scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related securities of companies that are likely to benefit directly or indirectly from the domestic consumption led demand.
Fund benchmarkNIFTY India Consumption Total Return Index

Fund house

Rank (total assets)--
Total AUM₹32,301.42 Cr
Date of Incorporation18 Oct 2021
Phone--
E-mail--
Launch Date18 Oct 2021
AddressS. No - 239/2, 11th Floor, Office No. 1101 A and 1101 B,Sky One Corporate Park, Lohegaon, Pune, Maharashtra Pune 411032
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,